Professional experience
Greg has over 23 years of experience in the provision of financial services and wealth creation advice and has worked with UBS Wealth, Macquarie Private Wealth JB Were, Pitchers and Westpac Private and also as a Senior Actuarial Analyst. He is committed to his clients and strives to go above and beyond for each individual.
Greg is authorised to provide advice in the following areas:
- Basic deposit products
- Life insurance
- Government debentures, stocks and bonds
- Managed investment schemes
- Retirement Saving Account
- Superannuation
- Defined Benefit Superannuation Schemes
- Business Insurace
- Self Managed Superannuation Funds
Visit Nexia Melbourne Wealth Strategies for more information.
Qualifications
Bachelor of Applied Science from Latrobe University – completed 1981
Graduate Diploma Education from Latrobe University – completed 1982
Diploma of Financial Planning 2016
Certified Financial Planner since 2000
Registered Tax (financial) Adviser from 2016
Certified Financial Planner® Professional of Financial Planning Association of Australia